John Congdon has been an investment adviser representative at Peak American Investment Advisors since August 2020, and is not listed among the firm’s executive officers or direct owners.
Peak American Investment Advisors, Inc. is a Plano, TX firm with $162M under management, 329 clients and 10 advisers in one office, as of its September 2026 filing.
John Congdon is Senior Wealth Advisor of Peak American Investment Advisors. He has been part of the Peak American family of companies since 2016 and has traveled the nation working with clients of all types.
- – present · 6 yearsPlano, TX · Adviser representative · Firm CRD 145056
Investment adviser representative registrations
John Congdon is registered as an investment adviser representative in Texas, since August 2022.
- TexasSince 1 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 June 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- John Douglas Congdon
- CRD
- 7282860
- Firm
- Peak American Investment Advisors · CRD 145056
- Office
- 2400 DALLAS PARKWAY, STE 100, Plano, TX 75093
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- peakamericanfinancial.com
Where does John Congdon work?
John Congdon is an investment adviser representative registered through Peak American Investment Advisors, Inc. since August 2020, and is not listed among the firm’s executive officers or direct owners.
Is John Congdon a financial advisor?
Yes. John Congdon has a current investment-adviser registration in Texas, through Peak American Investment Advisors since August 2020.
How many years of experience does John Congdon have?
John Congdon has 6 years in the financial industry, since August 2020, across 1 adviser firm.
What exams has John Congdon passed?
John Congdon passed the Series 65 in June 2020.
Where is John Congdon based?
John Congdon’s registered office is in Plano, TX.
Is John Congdon registered with FINRA?
No. John Congdon has no current broker registration.
How can I verify John Congdon’s record?
Search CRD 7282860 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Congdon’s full registration record.
